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US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
976
Pacific Global Investment Management
California
$646K +$18.4K +437 +3%
BTWM
977
Baker Tilly Wealth Management
Wisconsin
$639K -$60.1K -1,424 -9%
PB
978
Pinnacle Bancorp
Nebraska
$637K -$6.41K -152 -1%
KWA
979
Kellett Wealth Advisors
Ohio
$633K +$5.02K +119 +0.8%
JCM
980
Jag Capital Management
Missouri
$632K +$4.39K +104 +0.7%
PCG
981
Prosperity Consulting Group
Maryland
$631K +$240K +5,694 +68%
LC
982
Landaas & Company
Wisconsin
$630K +$55K +1,303 +10%
CPIA
983
Cornell Pochily Investment Advisors
New York
$628K -$11.2K -266 -2%
MSS
984
Mitchell Sinkler & Starr
Pennsylvania
$625K -$405K -9,608 -41%
MCM
985
Manchester Capital Management
Vermont
$625K +$92K +2,180 +18%
BFAG
986
Blackston Financial Advisory Group
Florida
$619K -$213K -5,047 -27%
GWM
987
Geneos Wealth Management
Colorado
$618K +$7.13K +169 +1%
CW
988
CIC Wealth
Maryland
$617K -$2.36K -56 -0.4%
JF
989
Jump Financial
Illinois
$616K -$934K -22,124 -62%
ECM
990
Evergreen Capital Management
Washington
$612K -$60.7K -1,439 -10%
CCM
991
Carlson Capital Management
Minnesota
$612K -$305K -7,237 -35%
JWCA
992
J.W. Cole Advisors
Florida
$605K +$24.5K +580 +4%
SIA
993
Sit Investment Associates
Minnesota
$603K
TPI
994
Trust Point Inc
Wisconsin
$602K -$150K -3,566 -21%
IFA
995
Interactive Financial Advisors
Illinois
$602K +$284K +6,719 +100%
DDC
996
DF Dent & Co
Maryland
$600K -$144K -3,415 -20%
EWM
997
Empirical Wealth Management
Washington
$597K -$103K -2,433 -15%
WFM
998
Wolff Financial Management
Michigan
$596K +$211 +5 +0%
BFC
999
Bedel Financial Consulting
Indiana
$595K -$6.08K -144 -1%
GSB
1000
Greenfield Savings Bank
Massachusetts
$595K +$124K +2,938 +28%

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.